How To Organize Product Categories In Salesforce

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Here’s a quick overview of how to organize product categories in Salesforce:

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1. Access Setup using the gear icon in the upper-right corner, or through the Setup option under your user menu.
2. Enter "Object Manager" in the Quick Find search box and select it.
3. Click Products, then select the Fields and Relationships tab.
4. Locate and select the Product Family field.
5. In the Product Family Picklist Values section, click New to create additional families.
6. Enter each new Product Family name on a separate line in the text field provided.
7. Alternatively, click Edit to modify existing families (including the default "None" value).
8. Provide a descriptive Label for your Product Family.
9. Click Save to implement your changes.

Important: Administrative permissions are required to modify Product Family picklist values in Salesforce.